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Joseph L. Goldman

Member of the Firm

Background

Joseph Goldman is head of the Trust & Estates practice at the firm.  He concentrates his practice on sophisticated trust and estate planning and administration, business succession planning and business transactional matters.  In addition to wills, Mr. Goldman’s estate planning practice includes drafting various trusts such as insurance trusts, GRATs, QPRTs and charitable trusts, to meet his clients’ needs.  Mr. Goldman advises owners of closely-held businesses on business and succession planning, taxation and real estate matters.  His practice also includes formation, dissolution, purchase and sale of businesses, as well as drafting shareholder agreements, LLC operating agreements, partnership agreements and limited partnership agreements.

Mr. Goldman is the author of the New Jersey Estate Planning Wills and Trusts Library: Forms and Practice Manual published in December 2011. In June 2011, Mr. Goldman was named one of Bergen’s Top Lawyers in the first-ever peer review survey in (201) Magazine. 

Publications

Co-Editor, Harcourt Brace Tristate Tax Letter Plus Contributing Editor, CCH Financial and Estate Planning Reporter Contributing Editor, CCH Business Strategies

Teaching/Seminars

Adjunct Instructor, New York University Continuing School of Education – Estate Planning For Wealth Management
Instructor, New York City College of Technology – Estate Planning for Paralegals
Seminars on estate planning for various institutions, including Citibank, HSBC, New York Life Insurance Company, and Memorial Sloan Kettering Hospital
Lecturer, New Jersey Institute of Continuing Legal Education (ICLE) – Sophisticated Estate Planning

Professional/Civic Activities

Member, New York State Bar Association
Member, New Jersey Bar Association
Member, Bergen County Bar Association
Member, Greater New Jersey Estate Planning Council

Bar/Court Admissions

New York
New Jersey

Education

B.A., Queens College, magna cum laude, 1972
J.D., Columbia University School of Law, 1976